Ivan55的个人主页 - 老虎社区

Ivan55

Ivan55

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IP属地：未知

104关注

1粉丝

0主题

0勋章

2021-10-04

🈶️点难

抱歉，原内容已删除

2021-09-13

加油💪

抱歉，原内容已删除

2021-09-10

定定

抱歉，原内容已删除

2021-09-08

惨了

抱歉，原内容已删除

2021-09-08

📉跌

抱歉，原内容已删除

2021-08-15

哇好

抱歉，原内容已删除

2021-08-13

没有办法

抱歉，原内容已删除

2021-08-11

定定了

抱歉，原内容已删除

2021-08-10

这次真的吃草

抱歉，原内容已删除

2021-08-04

很难跌的啦

抱歉，原内容已删除

2021-08-01

好想真的很够力

抱歉，原内容已删除

2021-07-28

还能进吗

抱歉，原内容已删除

2021-07-27

也对

抱歉，原内容已删除

2021-07-27

中芯看你了这次

抱歉，原内容已删除

2021-07-26

Cun 了

抱歉，原内容已删除

2021-07-15

[微笑]

抱歉，原内容已删除

2021-07-13

来了来了

恒生科技指数涨幅扩大至2%，大型科技股持续拉升

2021-07-06

不知道怎样叻

1.3万亿美元“大转移”，这个夏天注定不会平静

2021-05-25

[开心]

抱歉，原内容已删除

2021-05-20

我已经准备好了

抱歉，原内容已删除

去老虎APP查看更多动态

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了","listText":"Cun 了","text":"Cun 了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800875944","repostId":"1131590623","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147840704,"gmtCreate":1626352672008,"gmtModify":1633927620170,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147840704","repostId":"1172577211","repostType":2,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142633135,"gmtCreate":1626144846827,"gmtModify":1633929669404,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"来了来了","listText":"来了来了","text":"来了来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142633135","repostId":"1198123063","repostType":4,"repost":{"id":"1198123063","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626143198,"share":"https://www.laohu8.com/m/news/1198123063?lang=&edition=full","pubTime":"2021-07-13 10:26","market":"hk","language":"zh","title":"恒生科技指数涨幅扩大至2%，大型科技股持续拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1198123063","media":"老虎资讯综合","summary":"7月13日，恒生科技指数涨幅扩大至2%，大型科技股拉升，腾讯控股涨超4%，百度集团-SW、阿里巴巴-SW涨超3%，小米集团-W、京东集团-SW涨超2%。\n\n对于港股互联网龙头的后市走向，格雷资产创始人","content":"<p>7月13日，恒生科技指数涨幅扩大至2%，大型科技股拉升，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超4%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨超3%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/2f5c4ec6cb0d79c10aeb03b8cbce59f9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>对于港股互联网龙头的后市走向，格雷资产创始人张可兴认为，该到重新贪婪的时候了。互联网类的股票短期处于低迷蓄势的阶段，这个时候是非常适合逆向投资的，互联网企业基本面其实并没有发生根本性变化。</p>\n<p>“如果眼光放得稍微长远一点，互联网龙头的自由现金流或者净利润必然会持续增长，职业投资者把握好胜率就可以了。这些企业的基本面没有问题，股价适度波动后，其实就调整得差不多了。在当前时点，大幅度看空是不理智的。”张可兴表示。</p>\n<p>银华基金基金经理贾鹏认为，今年港股互联网龙头公司股价表现偏弱，和港股市场整体表现偏弱有一定的关系。但放在一个较长的维度来看，中国的互联网公司在全球都是非常好的商业模式，客户基数大，在很多领域形成了相对稳定的竞争壁垒。虽然这些公司股价经过了一番调整，但仍看好中长期前景。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒生科技指数涨幅扩大至2%，大型科技股持续拉升</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n恒生科技指数涨幅扩大至2%，大型科技股持续拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-13 10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月13日，恒生科技指数涨幅扩大至2%，大型科技股拉升，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨超4%，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨超3%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨超2%。</p>\n<p><img src=\"https://static.tigerbbs.com/2f5c4ec6cb0d79c10aeb03b8cbce59f9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>对于港股互联网龙头的后市走向，格雷资产创始人张可兴认为，该到重新贪婪的时候了。互联网类的股票短期处于低迷蓄势的阶段，这个时候是非常适合逆向投资的，互联网企业基本面其实并没有发生根本性变化。</p>\n<p>“如果眼光放得稍微长远一点，互联网龙头的自由现金流或者净利润必然会持续增长，职业投资者把握好胜率就可以了。这些企业的基本面没有问题，股价适度波动后，其实就调整得差不多了。在当前时点，大幅度看空是不理智的。”张可兴表示。</p>\n<p>银华基金基金经理贾鹏认为，今年港股互联网龙头公司股价表现偏弱，和港股市场整体表现偏弱有一定的关系。但放在一个较长的维度来看，中国的互联网公司在全球都是非常好的商业模式，客户基数大，在很多领域形成了相对稳定的竞争壁垒。虽然这些公司股价经过了一番调整，但仍看好中长期前景。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"09618":"京东集团-SW","HSTECH":"恒生科技指数","00700":"腾讯控股","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","01810":"小米集团-W","QNETCN":"纳斯达克中美互联网老虎指数","09888":"百度集团-SW","09988":"阿里巴巴-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198123063","content_text":"7月13日，恒生科技指数涨幅扩大至2%，大型科技股拉升，腾讯控股涨超4%，百度集团-SW、阿里巴巴-SW涨超3%，小米集团-W、京东集团-SW涨超2%。\n\n对于港股互联网龙头的后市走向，格雷资产创始人张可兴认为，该到重新贪婪的时候了。互联网类的股票短期处于低迷蓄势的阶段，这个时候是非常适合逆向投资的，互联网企业基本面其实并没有发生根本性变化。\n“如果眼光放得稍微长远一点，互联网龙头的自由现金流或者净利润必然会持续增长，职业投资者把握好胜率就可以了。这些企业的基本面没有问题，股价适度波动后，其实就调整得差不多了。在当前时点，大幅度看空是不理智的。”张可兴表示。\n银华基金基金经理贾鹏认为，今年港股互联网龙头公司股价表现偏弱，和港股市场整体表现偏弱有一定的关系。但放在一个较长的维度来看，中国的互联网公司在全球都是非常好的商业模式，客户基数大，在很多领域形成了相对稳定的竞争壁垒。虽然这些公司股价经过了一番调整，但仍看好中长期前景。","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157321561,"gmtCreate":1625567396953,"gmtModify":1633939585183,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不知道怎样叻","listText":"不知道怎样叻","text":"不知道怎样叻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157321561","repostId":"2149353355","repostType":4,"repost":{"id":"2149353355","pubTimestamp":1625546456,"share":"https://www.laohu8.com/m/news/2149353355?lang=&edition=full","pubTime":"2021-07-06 12:40","market":"hk","language":"zh","title":"1.3万亿美元“大转移”，这个夏天注定不会平静","url":"https://stock-news.laohu8.com/highlight/detail?id=2149353355","media":"华尔街见闻","summary":"今年夏天美国货币市场将重新“洗牌”，会有大量资金易手，规模达上万亿美元。","content":"<p>美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。</p>\n<p>Zoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师，以准确预测逆回购市场走势而闻名。</p>\n<p>2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle of market plumbing）和“回购传奇人物”（RepoLegend）的昵称。</p>\n<p><b>这一次，Pozsar预计，今年夏天美国货币市场将有大量资金易手，规模达上万亿美元，“如果你将银行储备视为一副牌，那么这副牌将被重新洗牌。”在Pozsar看来，这样一场大规模的资金轮换，很有可能引发一场被大多数人低估的市场动荡。</b></p>\n<p>在2015年加入瑞信信贷之前，Pozsar曾在美国财政部和纽约联储工作。在2008年金融危机期间，他曾协助白宫高级官员和美国财政部通过定期资产支持贷款工具(Term asset-backed Loan Facility)，疏通了资产支持债券市场。该工具允许投资者用从美联储借来的钱购买与消费者和企业债务相关的债券。</p>\n<p>一直以来，美国逆回购市场并不那么受关注，但最近几个月来，却频频登上新闻头条，成为美国史无前例大放水之后，流动性过剩的一个缩影。</p>\n<h2>无处安放的资金</h2>\n<p>据纽约联储公布的数据，美东时间6月30日周三，美联储的隔夜逆回购用量史上首次逼近1万亿美元，共有90名对手方在美联储的隔夜固定利率逆回购工具中存放了9919亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/c85ed06c515b3021ba7bef75e9e2af90\" tg-width=\"786\" tg-height=\"341\" referrerpolicy=\"no-referrer\"></p>\n<p>在迈向1万亿美元的关键心理整数位的同时，这也是该数字连续10个交易日超过7000亿美元、连续三个交易日超过8000亿美元。当日90名交易对手的数量也创下2016年以来最多。</p>\n<p>与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购具有回笼流动性的功能，货币市场基金和银行等合格交易对手方将现金存入美联储，进而换取美国国债等高质量抵押品。</p>\n<p>华尔街见闻此前提及，<b>逆回购余额的大幅飙升反映的是美国金融市场美元流动性过剩的现状，换句话说，隔夜逆回购是流动性过剩时期的市场资金庇护所：</b></p>\n<blockquote>\n 当流动性过剩时，为追求安全资产，市场资金往往会选择购买美国国债，当大量资金购买美债时，美债收益率会不断下行，甚至可能跌入负利率区间。此时，隔夜逆回购协议就成为市场资金的安全庇护所，因为隔夜逆回购利率充当着美联储利率走廊下限的作用，由于美联储并不希望落入负利率，因此即便在疫情后0利率的环境下，隔夜逆回购利率水平也在0%。\n</blockquote>\n<p>此前，隔夜逆回购工具的利率ON RRP尽管只有零，仍然吸引了大批资金。这代表追逐短期收益率的资金根本无处可去，只能无息放入美联储。</p>\n<p>两周前的6月16日，美联储FOMC宣布将作为联邦基金利率区间上限的超额准备金利率（IOER）和下限的隔夜逆回购利率（ON RRP）都上调5个基点，ON RRP提升至0.05%。</p>\n<p><b>随后，美联储逆回购工具的用量进一步暴增。</b></p>\n<h2>一场资金大轮换</h2>\n<p>Pozsar一直在密切关注着逆回购市场的动向。</p>\n<p>他目前每周至少发布两期《全球货币快报》(Global Money Dispatch)，这已经成为许多交易员、投行家和政策制定者的必读报告。</p>\n<p>Pozsar在近期的快报中表示，美联储的货币宽松政策扭曲了投资者的动机，超低利率和央行债券购买使10年期美国国债的收益率一直徘徊在1.5%左右，低于通胀率：</p>\n<blockquote>\n 金融公司愿意接受美联储微不足道的利率，是因为美联储的大规模刺激计划给他们带来了大量资金，这些资金把利率压低到了非常低的水平，几乎没有其他地方可以放。\n</blockquote>\n<p>他认为，这可能最终意味着，存放于短期国债的银行存款和准备金将通过逆回购工具，回流到美联储，这种转变可能会在不寻常的地方引发意外的波动。</p>\n<p><b>Pozsa表示：“我们正在讨论一场大规模的轮换，大量资金将从短期国债流向逆回购工具。”</b></p>\n<p>在Pozsar看来，逆回购利率提高后，应该会削弱货币市场基金和外国央行对短期美国国债的需求。这些存款和银行的准备金最终将流入美联储，这一过程被他称为“冲销”。</p>\n<p><img src=\"https://static.tigerbbs.com/d2bc61dc127a8e37c4e601737f5b3c38\" tg-width=\"1212\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p>\n<p>但他不认为短期收益率会出现大幅上升。他预计，随着资金管理公司允许短期美国国债到期，资金储备将逐渐从银行流向逆回购工具。他表示，华尔街对这一转变的漫不经心态度低估了其不确定的后果，其中可能包括意外的波动。</p>\n<p><b>Pozsar预计，随着货币基金等金融机构持有的短期美债在8月底到期，将有高达1.3万亿美元的资金进一步涌入逆回购工具：</b></p>\n<blockquote>\n 截至5月31日，大型货币基金持有将近1万亿美元的短债，这些货币基金持有的短债券将在8月31日到期——在很短的时间内，这是一个很大的数目。此外，这还不包括较小规模货币基金持有的3000亿美元短债。也就是说，到8月底，我们将看到1.3万亿美元的资金从短债流入逆回购！\n <img src=\"https://static.tigerbbs.com/f3008099054a9c0e46f21c9586e4f7bd\" tg-width=\"710\" tg-height=\"496\" referrerpolicy=\"no-referrer\">\n</blockquote>\n<h2>关不上的水龙头</h2>\n<p>持续泛滥的流动性令不少分析师感到不安。</p>\n<p>据华尔街日报，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>利率衍生品策略主管Joshua Younger指出，逆回购工具中的过剩现金可能预示着未来的麻烦：</p>\n<blockquote>\n 令人担忧的是，这只是冰山一角，我们无法看到其他部分。最终回到该设施的资金越多，总体过剩资金就越大，这些过剩资金被用于破坏稳定的方式的风险也就越大。\n</blockquote>\n<p>但也有分析师比较乐观， 他们认为，流入美联储这一工具的数千亿美元表明，过剩现金没有流入GameStop或比特币等更具投机性的押注中，货币在美联储之间来回流动，通过金融系统再回到央行，没有什么坏处。</p>\n<p>Twenty-Four Asset Management的投资组合经理Gordon Shannon表示，随着资金的转移，所涉及的巨额美元可能会引发暂时的波动，但“逆回购使用的进一步增长不一定是一个危险的迹象。”</p>\n<p>但Pozsar感到担忧。</p>\n<p>短期来看，大量资金从美国短期国债中撤离或许并不会造成严重后果。美国债务上限将在7月底生效，这给财政部带来压力，减少短债发行。由于预期国债供应将出现短缺，短期投资者热衷于抢购这些国债。</p>\n<p>但美联储持续的量化宽松还在向市场注入流动性。<b>Pozsar预计，未来两个月将有2500亿美元资金通过QE涌入市场，使得需要被吸收的资金规模达到4000亿美元。</b></p>\n<p>Pozsar表示，“冲销”掉4000亿美元是一笔不小的数目，随着银行重组资产负债表，这可能导致市场出现异常。</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1.3万亿美元“大转移”，这个夏天注定不会平静</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1.3万亿美元“大转移”，这个夏天注定不会平静\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 12:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634679><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。\nZoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的瑞士信贷分析师，以准确预测逆回购市场走势而闻名。\n2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634679\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3de9cc40ad0d5fa6a8446c9f7e5823b3","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","OEF":"标普100指数ETF-iShares","GOVT":"iShares安硕核心美国国债ETF","SPY":"标普500ETF","IVV":"标普500指数ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债","SDOW":"道指三倍做空ETF-ProShares",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF","OEX":"标普100",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","BND":"债券指数ETF-Vanguard美国","SDS":"两倍做空标普500ETF","TLT":"20+年以上美国国债ETF-iShares","DOG":"道指反向ETF","SH":"标普500反向ETF","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","SSO":"两倍做多标普500ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","IEI":"iShares Barclays 3-7 Year Trea","PSQ":"纳指反向ETF","SPXU":"三倍做空标普500ETF","DXD":"道指两倍做空ETF"},"source_url":"https://wallstreetcn.com/articles/3634679","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149353355","content_text":"美国通胀警报似乎已经解除，在美联储的安抚之下，金融市场狂欢继续，一切看起来都似乎都还是一派歌舞升平的样子，但在华尔街一个不受关注的角落里，一场风暴正在酝酿。\nZoltan Pozsar嗅觉到了危机。这位42岁、出生于匈牙利的瑞士信贷分析师，以准确预测逆回购市场走势而闻名。\n2019年美国货币市场那场大动荡发生几周前，Pozsar就发出了警告， 这也为他赢得了“市场波动先知”（the oracle of market plumbing）和“回购传奇人物”（RepoLegend）的昵称。\n这一次，Pozsar预计，今年夏天美国货币市场将有大量资金易手，规模达上万亿美元，“如果你将银行储备视为一副牌，那么这副牌将被重新洗牌。”在Pozsar看来，这样一场大规模的资金轮换，很有可能引发一场被大多数人低估的市场动荡。\n在2015年加入瑞信信贷之前，Pozsar曾在美国财政部和纽约联储工作。在2008年金融危机期间，他曾协助白宫高级官员和美国财政部通过定期资产支持贷款工具(Term asset-backed Loan Facility)，疏通了资产支持债券市场。该工具允许投资者用从美联储借来的钱购买与消费者和企业债务相关的债券。\n一直以来，美国逆回购市场并不那么受关注，但最近几个月来，却频频登上新闻头条，成为美国史无前例大放水之后，流动性过剩的一个缩影。\n无处安放的资金\n据纽约联储公布的数据，美东时间6月30日周三，美联储的隔夜逆回购用量史上首次逼近1万亿美元，共有90名对手方在美联储的隔夜固定利率逆回购工具中存放了9919亿美元。\n\n在迈向1万亿美元的关键心理整数位的同时，这也是该数字连续10个交易日超过7000亿美元、连续三个交易日超过8000亿美元。当日90名交易对手的数量也创下2016年以来最多。\n与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。隔夜逆回购具有回笼流动性的功能，货币市场基金和银行等合格交易对手方将现金存入美联储，进而换取美国国债等高质量抵押品。\n华尔街见闻此前提及，逆回购余额的大幅飙升反映的是美国金融市场美元流动性过剩的现状，换句话说，隔夜逆回购是流动性过剩时期的市场资金庇护所：\n\n 当流动性过剩时，为追求安全资产，市场资金往往会选择购买美国国债，当大量资金购买美债时，美债收益率会不断下行，甚至可能跌入负利率区间。此时，隔夜逆回购协议就成为市场资金的安全庇护所，因为隔夜逆回购利率充当着美联储利率走廊下限的作用，由于美联储并不希望落入负利率，因此即便在疫情后0利率的环境下，隔夜逆回购利率水平也在0%。\n\n此前，隔夜逆回购工具的利率ON RRP尽管只有零，仍然吸引了大批资金。这代表追逐短期收益率的资金根本无处可去，只能无息放入美联储。\n两周前的6月16日，美联储FOMC宣布将作为联邦基金利率区间上限的超额准备金利率（IOER）和下限的隔夜逆回购利率（ON RRP）都上调5个基点，ON RRP提升至0.05%。\n随后，美联储逆回购工具的用量进一步暴增。\n一场资金大轮换\nPozsar一直在密切关注着逆回购市场的动向。\n他目前每周至少发布两期《全球货币快报》(Global Money Dispatch)，这已经成为许多交易员、投行家和政策制定者的必读报告。\nPozsar在近期的快报中表示，美联储的货币宽松政策扭曲了投资者的动机，超低利率和央行债券购买使10年期美国国债的收益率一直徘徊在1.5%左右，低于通胀率：\n\n 金融公司愿意接受美联储微不足道的利率，是因为美联储的大规模刺激计划给他们带来了大量资金，这些资金把利率压低到了非常低的水平，几乎没有其他地方可以放。\n\n他认为，这可能最终意味着，存放于短期国债的银行存款和准备金将通过逆回购工具，回流到美联储，这种转变可能会在不寻常的地方引发意外的波动。\nPozsa表示：“我们正在讨论一场大规模的轮换，大量资金将从短期国债流向逆回购工具。”\n在Pozsar看来，逆回购利率提高后，应该会削弱货币市场基金和外国央行对短期美国国债的需求。这些存款和银行的准备金最终将流入美联储，这一过程被他称为“冲销”。\n\n但他不认为短期收益率会出现大幅上升。他预计，随着资金管理公司允许短期美国国债到期，资金储备将逐渐从银行流向逆回购工具。他表示，华尔街对这一转变的漫不经心态度低估了其不确定的后果，其中可能包括意外的波动。\nPozsar预计，随着货币基金等金融机构持有的短期美债在8月底到期，将有高达1.3万亿美元的资金进一步涌入逆回购工具：\n\n 截至5月31日，大型货币基金持有将近1万亿美元的短债，这些货币基金持有的短债券将在8月31日到期——在很短的时间内，这是一个很大的数目。此外，这还不包括较小规模货币基金持有的3000亿美元短债。也就是说，到8月底，我们将看到1.3万亿美元的资金从短债流入逆回购！\n \n\n关不上的水龙头\n持续泛滥的流动性令不少分析师感到不安。\n据华尔街日报，摩根大通利率衍生品策略主管Joshua Younger指出，逆回购工具中的过剩现金可能预示着未来的麻烦：\n\n 令人担忧的是，这只是冰山一角，我们无法看到其他部分。最终回到该设施的资金越多，总体过剩资金就越大，这些过剩资金被用于破坏稳定的方式的风险也就越大。\n\n但也有分析师比较乐观， 他们认为，流入美联储这一工具的数千亿美元表明，过剩现金没有流入GameStop或比特币等更具投机性的押注中，货币在美联储之间来回流动，通过金融系统再回到央行，没有什么坏处。\nTwenty-Four Asset Management的投资组合经理Gordon Shannon表示，随着资金的转移，所涉及的巨额美元可能会引发暂时的波动，但“逆回购使用的进一步增长不一定是一个危险的迹象。”\n但Pozsar感到担忧。\n短期来看，大量资金从美国短期国债中撤离或许并不会造成严重后果。美国债务上限将在7月底生效，这给财政部带来压力，减少短债发行。由于预期国债供应将出现短缺，短期投资者热衷于抢购这些国债。\n但美联储持续的量化宽松还在向市场注入流动性。Pozsar预计，未来两个月将有2500亿美元资金通过QE涌入市场，使得需要被吸收的资金规模达到4000亿美元。\nPozsar表示，“冲销”掉4000亿美元是一笔不小的数目，随着银行重组资产负债表，这可能导致市场出现异常。","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131464207,"gmtCreate":1621876617909,"gmtModify":1634185875875,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131464207","repostId":"2137133573","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130855856,"gmtCreate":1621525594975,"gmtModify":1634188379048,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我已经准备好了","listText":"我已经准备好了","text":"我已经准备好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130855856","repostId":"1104513127","repostType":4,"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":192895812,"gmtCreate":1621173398036,"gmtModify":1634193597240,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还可以买吗？","listText":"还可以买吗？","text":"还可以买吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/192895812","repostId":"1164480285","repostType":4,"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131464207,"gmtCreate":1621876617909,"gmtModify":1634185875875,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131464207","repostId":"2137133573","repostType":4,"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830107296,"gmtCreate":1629022702515,"gmtModify":1633687905493,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哇好","listText":"哇好","text":"哇好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830107296","repostId":"2159212249","repostType":4,"repost":{"id":"2159212249","pubTimestamp":1629004050,"share":"https://www.laohu8.com/m/news/2159212249?lang=&edition=full","pubTime":"2021-08-15 13:07","market":"us","language":"zh","title":"华尔街看涨水平创近20年新高，分析师警告：物极必反","url":"https://stock-news.laohu8.com/highlight/detail?id=2159212249","media":"华尔街见闻","summary":"企业很难维持高估值，盈利增长可能已经见顶，将在未来几个月内放缓。","content":"<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。</p>\n<p>多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。</p>\n<h2>华尔街看涨水平创20年来新高</h2>\n<p>据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。</p>\n<p>在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。</p>\n<p>虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。</p>\n<p>信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：</p>\n<blockquote>\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n</blockquote>\n<h2>企业盈利强劲 推高股市</h2>\n<p>在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。</p>\n<p>根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。</p>\n<p>与此同时，<b>标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。</b></p>\n<p>这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。</p>\n<p>这帮助推动美国股市创下了新高。</p>\n<p>今年到目前为止，<b>标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍</b>，当时疫情的侵袭使全球金融市场陷入混乱。</p>\n<p><img src=\"https://static.tigerbbs.com/87b4625ae526d917f08fd6b8d85055ca\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>全球配置基金的投资组合经理Russ Koesterich说：</p>\n<blockquote>\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n</blockquote>\n<p>在上调了企业的盈利增长预期后，<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>的分析师近期紧接着上调了12个月内对标普500指数的预期。</p>\n<p>根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。</p>\n<h2>股市仍存在下行风险</h2>\n<p>尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，<b>企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。</b></p>\n<p>而美国企业盈利面临的另一个不利因素是，<b>在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。</b></p>\n<p>据金融时报报道，<a href=\"https://laohu8.com/S/BK\">纽约梅隆银行</a>的高级市场策略师Lale Akoner指出：</p>\n<blockquote>\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n</blockquote>\n<p>对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。</p>\n<p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>资产管理公司首席全球策略师David Kelly表示：</p>\n<blockquote>\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n</blockquote>\n<p>华尔街见闻此前提及，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。</p>\n<p>Jones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：</p>\n<blockquote>\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。\n</blockquote>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街看涨水平创近20年新高，分析师警告：物极必反</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n华尔街看涨水平创近20年新高，分析师警告：物极必反\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 13:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637965><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637965\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637965","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159212249","content_text":"企业强劲的利润复苏正在催化华尔街的乐观情绪，认为美国股市将延续牛市，但已有分析师对市场的“自满自大”发出了警告。\n多位分析师预计，企业可能面临利润率下行的压力，将很难保持目前的高盈利增长，从而对股市产生影响。\n华尔街看涨水平创20年来新高\n据彭博统计，在标普500指数包含的所有股票中，约有56%被分析师列为“买入”，这是2002年以来的最高水平。同时，欧洲的Stoxx 600指数成分股中，约52%被分析师们列为“买入”，这也是10年来的高点。\n在亚洲，这一数字跃升至75%，至少是2010年以来的最高水平。这反映了在强劲的企业财报季后，市场看多情绪的再次高涨。\n虽然分析师历来看涨股市，但在股市持续上涨和企业盈利超出预期的情况下，他们变得更加乐观了。\n信安环球资产配置(Principal Global Asset Allocation)首席投资官Todd Jablonski在一份报告中表示：\n\n 推动风险资产需求的不仅仅是整体金融环境和低利率，预计到2022年，市场将出现巨大的基本面改善。\n\n企业盈利强劲 推高股市\n在从疫情中复苏后，美国企业的盈利正以2008年以来最强劲的速度增长。\n根据FactSet的数据，标普500指数中蓝筹股的利润已经飙涨了约90%，销售额也上升了约四分之一；欧洲企业的利润增长71%，比预期高16%。\n与此同时，标普500指数所包含公司的平均利润率从上一季度的12.8%跃升到了创纪录的13%，也是2008年以来的最高值。\n这些数据显著高于华尔街分析师在财报发布前的预测。在3月底，分析师预计企业利润平均增长53%，营业收入平均增长16%。\n这帮助推动美国股市创下了新高。\n今年到目前为止，标普500指数上涨超过18%。该指数已经从去年3月的低点上涨了近一倍，当时疫情的侵袭使全球金融市场陷入混乱。\n\n据金融时报报道，贝莱德全球配置基金的投资组合经理Russ Koesterich说：\n\n 经济增长正以几十年来最快的速度运行，这对企业盈利来说是个巨大的推动力。\n\n在上调了企业的盈利增长预期后，高盛和瑞士信贷的分析师近期紧接着上调了12个月内对标普500指数的预期。\n根据FactSet的数据，华尔街分析师对标普500指数未来12个月的预期为4949点，预计涨幅为11%。\n股市仍存在下行风险\n尽管第二季度企业的利润率预计将继续保持在较高水平，但Koesterich警告称，在未来几个季度，企业无法转嫁雇员工资等成本的上升，利润率压力将对股市和企业的高估值带来考验。\n而美国企业盈利面临的另一个不利因素是，在拜登推行全球最低税的压力之下，企业会缴纳更多的税款。\n据金融时报报道，纽约梅隆银行的高级市场策略师Lale Akoner指出：\n\n 随着市场开始将这些更高的税收纳入评估体系，企业盈利增长可能已经见顶，并将在未来几个月内放缓。我预计，在10月至12月之间，市场将开始表现出这一点。\n\n对于投资者来说，情况似乎更具挑战性。因为股市的乐观情绪已经处于饱和状态，总体估值居于历史高位使看多也变得不利。\n摩根大通资产管理公司首席全球策略师David Kelly表示：\n\n 尽管对标普指数来说，这是一个表现十分亮眼的季度，但问题是投资者将如何做出反应？与世界其它地区相比，美国企业的总体估值仍然较高，企业将很难维持这一高位。\n\n华尔街见闻此前提及，美国银行策略师Savita Subramanian预测，标普500年底相对目前有14%的下跌空间，回调风险正在聚集。\nJones Trading Annapolis的ETF主管Dave Lutz在一份报告中表示：\n\n 我相信市场会朝着损害大多数参与者的方向发展。如果华尔街所有分析师都看多，我将仍将保持谨慎态度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890198390,"gmtCreate":1628085919610,"gmtModify":1633753735772,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"很难跌的啦","listText":"很难跌的啦","text":"很难跌的啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890198390","repostId":"2156717176","repostType":4,"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896257574,"gmtCreate":1628587684298,"gmtModify":1633745941031,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这次真的吃草","listText":"这次真的吃草","text":"这次真的吃草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896257574","repostId":"1177833201","repostType":4,"repost":{"id":"1177833201","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1628569278,"share":"https://www.laohu8.com/m/news/1177833201?lang=&edition=full","pubTime":"2021-08-10 12:21","market":"us","language":"zh","title":"靓丽非农可能是压垮美股牛市的“最后一根稻草”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1177833201","media":"英为财情Investing","summary":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9","content":"<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>靓丽非农可能是压垮美股牛市的“最后一根稻草”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n靓丽非农可能是压垮美股牛市的“最后一根稻草”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-08-10 12:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>英为财情Investing.com -</b>周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c905076cc97812ca1cf0eb6b7b46047\" tg-width=\"740\" tg-height=\"673\" width=\"100%\" height=\"auto\"><span>（非农就业人数，来自英为财情Investing.com财经日历）</span></p>\n<p>这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。</p>\n<p>在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d04bfa1290c761699bfb3c33e6311e\" tg-width=\"663\" tg-height=\"801\" width=\"100%\" height=\"auto\"><span>（美股三大股指走势图来自英为财情Investing.com）</span></p>\n<p>从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？</p>\n<p><b>美股牛市根基受到动摇？美联储或很快开启减码</b></p>\n<p>强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。</p>\n<p>华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。</p>\n<p>债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。</p>\n<p>与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。</p>\n<p>值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。</p>\n<p><b>华尔街意见不一，美银预计美股年末暴跌14%？</b></p>\n<p>眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。</p>\n<p>其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。</p>\n<p>此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。</p>\n<p>同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。</p>\n<p>但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。</p>\n<p><b>总 结</b></p>\n<p>受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177833201","content_text":"英为财情Investing.com -周五美国公布了7月的非农就业数据和失业率报告。非农就业报告显示，美国7月新增就业岗位94.3万个，6月为93.8万，分析师普遍预期是87万个，失业率从6月的5.9%降至了7月份的5.4%。\n（非农就业人数，来自英为财情Investing.com财经日历）\n这显然是一个意外，“小非农”ADP数据显示，私营企业7月仅雇佣了33万名工人。显然，非农和ADP两份报告描绘了两幅完全不同的图景。但是美国劳动力参与率整体仍然呈现积极信号，劳动参与率目前已经达到61.7%，虽然全美依然有近570万人因疫情没有就业，但是，不少机构预测，在秋季学校重新开学以及疫情期间实施的额外联邦福利到期后，将有更多人重新加入劳动力大军。\n在强劲的就业报告公布以后，美国标准普尔500指数几乎没有变化，最后收盘微涨0.17%，道琼斯工业平均指数涨0.41%，而另一方面，美国国债收益率的上升则给科技股带来一些压力，以科技股为主的纳斯达克100指数周五收盘下跌了0.48%。\n（美股三大股指走势图来自英为财情Investing.com）\n从疫情爆发至今，美股“过五关斩六将”，保持着势不可挡的姿态“攻城略地”，但是，在又一份强劲的非农数据报告过后，市场是时候开始思考了，美股会不会已经迎来了“诸神黄昏”？\n美股牛市根基受到动摇？美联储或很快开启减码\n强劲的非农数据以后，投资者可能会开始担心美联储会在未来数月开始减少对市场的支撑——强劲的就业报告将会让美联储的政策路径更加明朗化。\n华尔街的分析师指出，周五的强劲就业报告，有可能会动摇美联储鸽派的立场，从而转向支持减少对经济的政策支持。其中，嘉盛的全球研究主管Matt Weller指出，非农报告强劲，美联储有望在本月底的杰克逊·霍尔全球央行行长年会上宣布缩表。同时，Cornerstone的首席投资官Cliff Hodge也表示，7月报告胜于预期，叠加6月数据被上调，2022年启动缩表变得十分明确。\n债券市场已经首先突出了担忧，美国十年期国债在非农数据公布后升8.7个基点，报1.3036%，为日内最高，因为担心美联储比此前预期更快地开始削减资产购买计划，债券交易员正在纷纷抛售美国国债。\n与此同时，在就业数据公布以后，被广泛应用于对冲短期利率风险的联邦基金利率期货显示，2023年1月加息25个基点的可能性超过了90%，这高于上周美联储FOMC会议的水平。交易商预测，美联储在明年12月前加息25个基点的可能性为82%，也高于上周美联储会议后的78%。\n值得注意的是，上周已经有多位美联储官员发表了较为鹰派的讲话。其中，圣路易斯联储主席布拉德和达拉斯联储主席卡普兰都是缩减购债的忠实拥趸。而早在上周三，美联储副主席克拉里达也表示，最快可能在2022年底达到加息条件，这也比市场预期要早。\n华尔街意见不一，美银预计美股年末暴跌14%？\n眼下，除了美联储，通胀、估值、疫情复燃等因素，都会成为压垮美股牛市的“最后一根稻草”，因此，华尔街分析师对于美股前景看法不一。\n其中，美银和花旗主空。其中，花旗的策略师预测，标普500指数可能会在年底下跌10%左右，跌势可能会从下个月就开始。而且，他指出，美股市场是一个成长股比重很大的市场，如果债券利率走高，那么成长股势必受到影响。\n此外，美银更加悲观，该行的预计美股年末会下跌14%以上，该行的策略师认为，美国股指的市盈率已经很高了，今年的很多好消息已经被市场消化。同时，美银美林7月基金经理调查显示，机构将现金头寸从3.9%上调至4.1%，也反映出了一定谨慎心理。\n同时，巴克莱也认为，美股下半年的回报率将会非常有限，随着美股创下历史新高，对冲市场风险的衍生品交易规模也已经接近了历史记录水平。期权市场显示出了美股后市的不确定性。\n但是，另一方面，高盛则在上周刚刚上调了美股的目标价。该行的策略师认为，美股企业的盈利将会好于市场预期，创出更高的历史高位水平，而盈利增长将会成为美股下半年的驱动因素。\n总 结\n受到美联储宽松货币政策的支撑，美国在过去一年多时间里一直保持“雄赳赳气昂昂”势不可挡的上涨趋势，然而，随着美国经济数据表现持续向好，人们也开始担心超宽松的货币环境或将很快终结。而连续创出新高的美股股指，估值也已经来到高位，很难不让投资者开始怀疑，美股后市的走势究竟会走向何方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880866851,"gmtCreate":1631033257173,"gmtModify":1632904436391,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"惨了","listText":"惨了","text":"惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880866851","repostId":"1134018232","repostType":4,"repost":{"id":"1134018232","pubTimestamp":1631012241,"share":"https://www.laohu8.com/m/news/1134018232?lang=&edition=full","pubTime":"2021-09-07 18:57","market":"us","language":"zh","title":"虎牙、欢聚集团旗下多款陪玩App被无限期下架","url":"https://stock-news.laohu8.com/highlight/detail?id=1134018232","media":"新京报贝壳财经","summary":"多位接近应用商店的人士确认了上述消息。","content":"<div>\n<p>9月7日，新京报贝壳财经从多个独立信源处获悉，即日起，欢聚集团旗下Hello语音、虎牙旗下小鹿陪玩、比心、咪呀、可可西里、一派陪玩、比伴陪玩被无限期下架。“消息属实，已经在执行了”，多位接近应用商店的人士确认了上述消息。\n贝壳财经记者测试发下，截至发稿，在华为应用商店测试中，上述7款应用均已无法下载；在小米应用商店中，上述7款应用均搜索不到；在vivo 应用商店中，比心目前无法下载，其他6款目前...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml\">Web Link</a>\n\n</div>\n","source":"lsy1596160878356","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>虎牙、欢聚集团旗下多款陪玩App被无限期下架</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n虎牙、欢聚集团旗下多款陪玩App被无限期下架\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml><strong>新京报贝壳财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月7日，新京报贝壳财经从多个独立信源处获悉，即日起，欢聚集团旗下Hello语音、虎牙旗下小鹿陪玩、比心、咪呀、可可西里、一派陪玩、比伴陪玩被无限期下架。“消息属实，已经在执行了”，多位接近应用商店的人士确认了上述消息。\n贝壳财经记者测试发下，截至发稿，在华为应用商店测试中，上述7款应用均已无法下载；在小米应用商店中，上述7款应用均搜索不到；在vivo 应用商店中，比心目前无法下载，其他6款目前...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ecdb2736d191614a37fc5df826ebfb30","relate_stocks":{"HUYA":"虎牙","YY":"欢聚集团"},"source_url":"https://finance.sina.com.cn/tech/2021-09-07/doc-iktzqtyt4619684.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134018232","content_text":"9月7日，新京报贝壳财经从多个独立信源处获悉，即日起，欢聚集团旗下Hello语音、虎牙旗下小鹿陪玩、比心、咪呀、可可西里、一派陪玩、比伴陪玩被无限期下架。“消息属实，已经在执行了”，多位接近应用商店的人士确认了上述消息。\n贝壳财经记者测试发下，截至发稿，在华为应用商店测试中，上述7款应用均已无法下载；在小米应用商店中，上述7款应用均搜索不到；在vivo 应用商店中，比心目前无法下载，其他6款目前可以下载；在苹果应用商店中，一派陪玩、比伴陪玩已无法下载，其他目前可以下载。","news_type":1},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130853385,"gmtCreate":1621525324847,"gmtModify":1634188382364,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"能突破","listText":"能突破","text":"能突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130853385","repostId":"1162071031","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820913570,"gmtCreate":1633339107430,"gmtModify":1633339107553,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"🈶️点难","listText":"🈶️点难","text":"🈶️点难","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820913570","repostId":"2172396270","repostType":4,"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888473890,"gmtCreate":1631523566410,"gmtModify":1632807835954,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"加油💪","listText":"加油💪","text":"加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888473890","repostId":"1122725675","repostType":4,"repost":{"id":"1122725675","pubTimestamp":1631523392,"share":"https://www.laohu8.com/m/news/1122725675?lang=&edition=full","pubTime":"2021-09-13 16:56","market":"hk","language":"zh","title":"芯片荒下，汽车公司和半导体公司“抱团取暖”","url":"https://stock-news.laohu8.com/highlight/detail?id=1122725675","media":"华尔街见闻","summary":"芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下","content":"<p>芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。</p>\n<p>在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。</p>\n<p>上周<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。</p>\n<p>芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们一直在建立更紧密的联系以解决短缺问题，并共同推出新产品。</p>\n<p><b>芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。</b></p>\n<p>据华尔街日报报道，英特尔首席执行官Pat Gelsinger上周二在慕尼黑车展中告诉汽车行业官员，汽车行业对芯片的需求使其成为半导体公司更重要的客户群。他说，到2030年，用于制造高端汽车材料成本的五分之一将是半导体，高于2019年的4%。</p>\n<p>“我们需要你们，你们也需要我们，”Gelsinger在活动上说。“这是一个共生的未来，我们正在致力于创新和加大供应，因为汽车变成了带轮胎的电脑。”</p>\n<p>车企与芯企“抱团取暖”</p>\n<p>近年来，尽管汽车开始使用更多芯片，但汽车和芯片制造商之间的关系往往仍然是间接的，汽车制造商主要依靠通过零部件供应商购买汽车所需的芯片。</p>\n<p><b>这种脱节是汽车行业最近几个月出现芯片危机的原因之一，而现在这些关系正在被重构。</b></p>\n<p>戴姆勒首席执行官Ola Källenius上周对《华尔街日报》表示，该公司目前正与芯片制造商直接接触，以监控供应情况。由于芯片短缺，这家德国车企的豪华车业务梅赛德斯-奔驰不得不在芯片分配方面做出取舍，比如推迟一些车型的生产，将芯片优先用于利润最高的车型。</p>\n<p>高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)上周三在慕尼黑车展中表示，5G通信网络的部署将有助于实现新的汽车功能，包括自动驾驶。他说，“汽车公司都应该被视为科技公司和科技行业的一部分。这意味着汽车制造商需要与科技公司建立直接联系。”</p>\n<p>高通在本周早些时候表示，该公司的芯片将用于<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>新款电动汽车的信息娱乐系统。今年1月，高通同意扩大与<a href=\"https://laohu8.com/S/GM\">通用汽车</a>在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶舱和驾驶员辅助功能方面的合作，此外，高通上个月开始计划以46亿美元收购瑞典汽车技术公司Veoneer。</p>\n<p>英特尔则在慕尼黑车展上表示，将利用一年前斥资约9亿美元收购的Moovit移动应用程序，并利用<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>的自动驾驶技术，启动一项<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车服务。Mobileye四年前斥资约150亿美元投资汽车行业，其为宝马和<a href=\"https://laohu8.com/S/F\">福特汽车</a>等知名汽车制造商的驾驶辅助功能提供技术。</p>\n<p>如今，汽车业与科技行业之间的界限变得越来越模糊。福特上周表示，已聘请曾在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>担任高管的道格•菲尔德(Doug Field)担任公司首席先进技术和嵌入式系统官，直接向首席执行官吉姆法利(Jim Farley)汇报工作。</p>\n<p>特斯拉上个月表示，它正在自主研发一台超级计算机来运行对车辆行车数据的计算，以训练车辆的自动驾驶软件，推进智能驾驶技术的进步。</p>\n<p>芯片和汽车行业的相互依赖只会加速</p>\n<p>分析人士预计，芯片和汽车行业的相互依赖只会加速。根据IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> 数据，2020 年全球汽车半导体市场规模为380亿美元，预计到2026 年达到676 亿美元，CAGR（复合年均增长率）为10.07%。</p>\n<p>IHS汽车分析师菲尔·阿姆斯鲁德(Phil Amsrud)表示，当前已有的半导体市场已经较为成熟，但汽车行业为芯片制造商提供了相当大的扩张机会。他说，新款手机的销售在很大程度上依赖于人们更换旧设备（已趋于饱和），而用于汽车的芯片数量和技术都在增加。</p>\n<p>英伟达也在押注汽车将成为芯片需求的增长中心。英伟达负责汽车业务的副总裁丹尼•夏皮罗(Danny Shapiro)最近说，该公司在未来六年内的汽车业务规模将达到80亿美元。</p>\n<p>国内车企也是如此，<b>自芯片危机发生以来，多家国内车厂采用了与国外半导体企业合作的模式</b>，例如：北汽与Imagination合资成立了北京核芯达科技；吉利控股亿咖通科技与Arm中国成立了湖北芯擎科技；上汽与<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>合资组建上汽英飞凌汽车功率半导体（上海）有限公司等。</p>\n<p>中国作为汽车生产大国以及新能源汽车推进最快的国家，对汽车半导体需求体量巨大，但由于国内半导体产业发展水平稍微落后，汽车芯片大部分依赖外购，当汽车半导体发生产能不足危机时，国内车企首当其冲。</p>\n<p><a href=\"https://laohu8.com/S/000750\">国海证券</a>在上周发布的研报中写道：</p>\n<blockquote>\n 在原有的供应链体系下汽车芯片验证和导入周期长达2-3 年，当前汽车缺芯愈发严重，致使多家车企绕过Tier1 企业（博世、大陆等）直接与半导体企业沟通排产，推动国内半导体企业车规产品供应链验证与导入全面提速。\n</blockquote>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片荒下，汽车公司和半导体公司“抱团取暖”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芯片荒下，汽车公司和半导体公司“抱团取暖”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 16:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3640270><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。\n上周英特尔、高通和英伟达等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。\n芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3640270\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔","QCOM":"高通"},"source_url":"https://wallstreetcn.com/articles/3640270","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1122725675","content_text":"芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。\n上周英特尔、高通和英伟达等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。\n芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们一直在建立更紧密的联系以解决短缺问题，并共同推出新产品。\n芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。\n据华尔街日报报道，英特尔首席执行官Pat Gelsinger上周二在慕尼黑车展中告诉汽车行业官员，汽车行业对芯片的需求使其成为半导体公司更重要的客户群。他说，到2030年，用于制造高端汽车材料成本的五分之一将是半导体，高于2019年的4%。\n“我们需要你们，你们也需要我们，”Gelsinger在活动上说。“这是一个共生的未来，我们正在致力于创新和加大供应，因为汽车变成了带轮胎的电脑。”\n车企与芯企“抱团取暖”\n近年来，尽管汽车开始使用更多芯片，但汽车和芯片制造商之间的关系往往仍然是间接的，汽车制造商主要依靠通过零部件供应商购买汽车所需的芯片。\n这种脱节是汽车行业最近几个月出现芯片危机的原因之一，而现在这些关系正在被重构。\n戴姆勒首席执行官Ola Källenius上周对《华尔街日报》表示，该公司目前正与芯片制造商直接接触，以监控供应情况。由于芯片短缺，这家德国车企的豪华车业务梅赛德斯-奔驰不得不在芯片分配方面做出取舍，比如推迟一些车型的生产，将芯片优先用于利润最高的车型。\n高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)上周三在慕尼黑车展中表示，5G通信网络的部署将有助于实现新的汽车功能，包括自动驾驶。他说，“汽车公司都应该被视为科技公司和科技行业的一部分。这意味着汽车制造商需要与科技公司建立直接联系。”\n高通在本周早些时候表示，该公司的芯片将用于雷诺新款电动汽车的信息娱乐系统。今年1月，高通同意扩大与通用汽车在智能驾驶舱和驾驶员辅助功能方面的合作，此外，高通上个月开始计划以46亿美元收购瑞典汽车技术公司Veoneer。\n英特尔则在慕尼黑车展上表示，将利用一年前斥资约9亿美元收购的Moovit移动应用程序，并利用Mobileye的自动驾驶技术，启动一项机器人出租车服务。Mobileye四年前斥资约150亿美元投资汽车行业，其为宝马和福特汽车等知名汽车制造商的驾驶辅助功能提供技术。\n如今，汽车业与科技行业之间的界限变得越来越模糊。福特上周表示，已聘请曾在苹果和特斯拉担任高管的道格•菲尔德(Doug Field)担任公司首席先进技术和嵌入式系统官，直接向首席执行官吉姆法利(Jim Farley)汇报工作。\n特斯拉上个月表示，它正在自主研发一台超级计算机来运行对车辆行车数据的计算，以训练车辆的自动驾驶软件，推进智能驾驶技术的进步。\n芯片和汽车行业的相互依赖只会加速\n分析人士预计，芯片和汽车行业的相互依赖只会加速。根据IHS Markit 数据，2020 年全球汽车半导体市场规模为380亿美元，预计到2026 年达到676 亿美元，CAGR（复合年均增长率）为10.07%。\nIHS汽车分析师菲尔·阿姆斯鲁德(Phil Amsrud)表示，当前已有的半导体市场已经较为成熟，但汽车行业为芯片制造商提供了相当大的扩张机会。他说，新款手机的销售在很大程度上依赖于人们更换旧设备（已趋于饱和），而用于汽车的芯片数量和技术都在增加。\n英伟达也在押注汽车将成为芯片需求的增长中心。英伟达负责汽车业务的副总裁丹尼•夏皮罗(Danny Shapiro)最近说，该公司在未来六年内的汽车业务规模将达到80亿美元。\n国内车企也是如此，自芯片危机发生以来，多家国内车厂采用了与国外半导体企业合作的模式，例如：北汽与Imagination合资成立了北京核芯达科技；吉利控股亿咖通科技与Arm中国成立了湖北芯擎科技；上汽与英飞凌合资组建上汽英飞凌汽车功率半导体（上海）有限公司等。\n中国作为汽车生产大国以及新能源汽车推进最快的国家，对汽车半导体需求体量巨大，但由于国内半导体产业发展水平稍微落后，汽车芯片大部分依赖外购，当汽车半导体发生产能不足危机时，国内车企首当其冲。\n国海证券在上周发布的研报中写道：\n\n 在原有的供应链体系下汽车芯片验证和导入周期长达2-3 年，当前汽车缺芯愈发严重，致使多家车企绕过Tier1 企业（博世、大陆等）直接与半导体企业沟通排产，推动国内半导体企业车规产品供应链验证与导入全面提速。","news_type":1},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883444964,"gmtCreate":1631267512658,"gmtModify":1632883542276,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"定定","listText":"定定","text":"定定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883444964","repostId":"2166232159","repostType":2,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894773105,"gmtCreate":1628860861307,"gmtModify":1633688947802,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没有办法","listText":"没有办法","text":"没有办法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894773105","repostId":"1155769923","repostType":4,"isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892748270,"gmtCreate":1628691373290,"gmtModify":1633745082008,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"定定了","listText":"定定了","text":"定定了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892748270","repostId":"1154453999","repostType":4,"repost":{"id":"1154453999","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628689420,"share":"https://www.laohu8.com/m/news/1154453999?lang=&edition=full","pubTime":"2021-08-11 21:43","market":"other","language":"zh","title":"【异动】投资芯片厂商Pixelworks，嘉楠科技涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154453999","media":"老虎资讯综合","summary":"8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。","content":"<p>8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。</p>\n<p><img src=\"https://static.tigerbbs.com/bb882c9bf611ccba38e913297b758d83\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】投资芯片厂商Pixelworks，嘉楠科技涨超8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】投资芯片厂商Pixelworks，嘉楠科技涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-11 21:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。</p>\n<p><img src=\"https://static.tigerbbs.com/bb882c9bf611ccba38e913297b758d83\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154453999","content_text":"8月11日，嘉楠科技涨超8%，此前宣布战略投资图像显示芯片厂商Pixelworks。","news_type":1},"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809255977,"gmtCreate":1627374360699,"gmtModify":1633765610857,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"也对","listText":"也对","text":"也对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809255977","repostId":"1183270387","repostType":2,"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147840704,"gmtCreate":1626352672008,"gmtModify":1633927620170,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147840704","repostId":"1172577211","repostType":2,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130855856,"gmtCreate":1621525594975,"gmtModify":1634188379048,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我已经准备好了","listText":"我已经准备好了","text":"我已经准备好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130855856","repostId":"1104513127","repostType":4,"repost":{"id":"1104513127","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621520416,"share":"https://www.laohu8.com/m/news/1104513127?lang=&edition=full","pubTime":"2021-05-20 22:20","market":"hk","language":"zh","title":"京东涨超5%，获多家大行看高至100美元以上","url":"https://stock-news.laohu8.com/highlight/detail?id=1104513127","media":"老虎资讯综合","summary":"5月20日，京东今日股价高开高走，涨超5%，报74.22美元，暂成交超5亿美元，最新总市值为1146亿美元。京东昨日发布今年一季度财报，期内实现营业收入2032亿元，同比增长39%；归属股东的NON-","content":"<p>5月20日，<a href=\"https://laohu8.com/S/JD\">京东</a>今日股价高开高走，涨超5%，报74.22美元，暂成交超5亿美元，最新总市值为1146亿美元。</p><p>京东昨日发布今年一季度财报，期内实现营业收入2032亿元，同比增长39%；归属股东的NON-GAAP净利润为40亿元，同比增长33.5%。</p><p>目前已有多家机构更新对京东的评级及目标价，其中8家给予京东美股目标价达到或超过100美元，即较现价有超过40%的潜在上涨空间，5家认为京东港股有超过23%的潜在涨幅。<a href=\"https://laohu8.com/S/601066\">中信建投</a>给予的目标价最高，为122.34美元，港股目标价474港元；<a href=\"https://laohu8.com/S/GS\">高盛</a>、里昂等多家大行看高至100美元以上。</p><p><img src=\"https://static.tigerbbs.com/95224aadc0fc6f8c574417ed3d8256b9\" tg-width=\"840\" tg-height=\"470\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东涨超5%，获多家大行看高至100美元以上</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东涨超5%，获多家大行看高至100美元以上\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-20 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月20日，<a href=\"https://laohu8.com/S/JD\">京东</a>今日股价高开高走，涨超5%，报74.22美元，暂成交超5亿美元，最新总市值为1146亿美元。</p><p>京东昨日发布今年一季度财报，期内实现营业收入2032亿元，同比增长39%；归属股东的NON-GAAP净利润为40亿元，同比增长33.5%。</p><p>目前已有多家机构更新对京东的评级及目标价，其中8家给予京东美股目标价达到或超过100美元，即较现价有超过40%的潜在上涨空间，5家认为京东港股有超过23%的潜在涨幅。<a href=\"https://laohu8.com/S/601066\">中信建投</a>给予的目标价最高，为122.34美元，港股目标价474港元；<a href=\"https://laohu8.com/S/GS\">高盛</a>、里昂等多家大行看高至100美元以上。</p><p><img src=\"https://static.tigerbbs.com/95224aadc0fc6f8c574417ed3d8256b9\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a72301ea5d8267c09fcf464583b3af41","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东","09618":"京东集团-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104513127","content_text":"5月20日，京东今日股价高开高走，涨超5%，报74.22美元，暂成交超5亿美元，最新总市值为1146亿美元。京东昨日发布今年一季度财报，期内实现营业收入2032亿元，同比增长39%；归属股东的NON-GAAP净利润为40亿元，同比增长33.5%。目前已有多家机构更新对京东的评级及目标价，其中8家给予京东美股目标价达到或超过100美元，即较现价有超过40%的潜在上涨空间，5家认为京东港股有超过23%的潜在涨幅。中信建投给予的目标价最高，为122.34美元，港股目标价474港元；高盛、里昂等多家大行看高至100美元以上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198006073,"gmtCreate":1620912342392,"gmtModify":1634195354610,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"等你","listText":"等你","text":"等你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198006073","repostId":"2135262256","repostType":4,"repost":{"id":"2135262256","pubTimestamp":1620910200,"share":"https://www.laohu8.com/m/news/2135262256?lang=&edition=full","pubTime":"2021-05-13 20:50","market":"us","language":"zh","title":"京东物流通过港交所上市聆讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2135262256","media":"界面","summary":"京东物流通过港交所上市聆讯。","content":"<div>\n<p>5月13日消息，据港交所文件，京东物流通过港交所上市聆讯。京东物流计划5月17至5月21日启动招股，5月28日在港上市。截止目前，京东物流已在港进行了10天上市前的分析师路演。京东物流此次计划发行10%股份，估值约350亿美元，折合人民币约2253亿元。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132050127d45d05f&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东物流通过港交所上市聆讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132050127d45d05f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东","09618":"京东集团-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105132050127d45d05f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2135262256","content_text":"5月13日消息，据港交所文件，京东物流通过港交所上市聆讯。京东物流计划5月17至5月21日启动招股，5月28日在港上市。截止目前，京东物流已在港进行了10天上市前的分析师路演。京东物流此次计划发行10%股份，估值约350亿美元，折合人民币约2253亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880866140,"gmtCreate":1631033225580,"gmtModify":1632904436515,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"📉跌","listText":"📉跌","text":"📉跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880866140","repostId":"2165354950","repostType":2,"repost":{"id":"2165354950","pubTimestamp":1631026460,"share":"https://www.laohu8.com/m/news/2165354950?lang=&edition=full","pubTime":"2021-09-07 22:54","market":"us","language":"zh","title":"美股区块链板块走低 比特币跌破50000美元/枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2165354950","media":"格隆汇","summary":"格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。","content":"<html><body><p>格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。</p></body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股区块链板块走低 比特币跌破50000美元/枚</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股区块链板块走低 比特币跌破50000美元/枚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 22:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=612197><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=612197\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/84fe7ef419cfbaaf95ccd6157b232e24","relate_stocks":{"BTCM":"BIT Mining","EBON":"亿邦国际","CAN":"嘉楠科技","BTBT":"Bit Digital, Inc."},"source_url":"https://www.gelonghui.com/news/detail.html?id=612197","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165354950","content_text":"格隆汇9月7日丨美股区块链板块走低，Bit Digital(BTBT.US)跌超8%，比特矿业(BTCM.US)跌超6%，Marathon Patent(MARA.US)跌近6%，Riot Blockchain(RIOT.US)跌超5%。比特币跌破50000美元/枚，日内跌超5%；以太坊日内大跌10%，报3530美元/枚，创9月1日以来新低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802497453,"gmtCreate":1627793752072,"gmtModify":1633756308721,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好想真的很够力","listText":"好想真的很够力","text":"好想真的很够力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802497453","repostId":"2155391163","repostType":4,"isVote":1,"tweetType":1,"viewCount":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803442807,"gmtCreate":1627460172009,"gmtModify":1633764790769,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还能进吗","listText":"还能进吗","text":"还能进吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803442807","repostId":"1131636938","repostType":4,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809679909,"gmtCreate":1627369228901,"gmtModify":1633765658784,"author":{"id":"3582093335834399","authorId":"3582093335834399","name":"Ivan55","avatar":"https://static.tigerbbs.com/fd127e2c0b77c99cf7700354649e8107","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中芯看你了这次","listText":"中芯看你了这次","text":"中芯看你了这次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809679909","repostId":"1199944196","repostType":2,"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}